Shaker Museum elevates Shaker material culture to animate Shaker values and beliefs and inspire individuals and communities to deepen bonds and seek meaningful approaches to social, economic, environmental, and spiritual issues.

501(c)(3) charity; gifts are tax-deductible.
65¢ of each $1 spent went to programs.
$157K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.2M a year · 51% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
65%
of spending
Fine: 65% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$157K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
9 mo
of spending, in cash
Looks good: 9.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $287K
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$550K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.4M
Spent
$825K
To programs
65%
Net assets
$7.5M
By yearFY2020–FY2024
Revenue
$3.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.4M
FY2021$2.8M
FY2022$2.2M
FY2023$1.1M
FY2024$2.3M
Expenses
$825K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$825K
FY2021$1.1M
FY2022$1.1M
FY2023$1.3M
FY2024$1.5M
Net assets
$7.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$7.5M
FY2021$9.2M
FY2022$10.3M
FY2023$10.1M
FY2024$10.9M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1953.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $541K Management & general 32% · $267K Fundraising 2% · $17K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $157K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$157,099Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Chairman Emeritus
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A

Lacy Schutz’s $198K as Executive Di is at the 83rd percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lacy Schutz$197,593$200,000$179,721$163,383$157,099
Lisa Malone Jackson$165,241$122,408———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Shaker Museum and Library executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and shares Shaker culture to inspire thoughtful approaches to life's challenges.

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Provided by the organization

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3 programs · $541K · in their own filed words · FY2020
01

Collections Care

In 2015 the museum started a major effort to assess and improve as needed the care of its object collection. The museum continues to work to make its collections and information available through electronic media.

$304Kprogram expense
02

Site Tours, Workshops, and Exhibitions

In 2020 shaker museum focused its programming on inclusion, honoring the idea that all individuals have the right to be respected, valued, and to participate fully in society. During the period of isolation necessary to slow the spread of COVID-19, shaker museum invited artists of all ages, backgrounds, and abilities to explore the…

$140Kprogram expense
03

Historic Site Preservation and Conservation

Since 2009, the museum has undertaken historic preservation projects at mount lebanon. In 2014, the museum completed a 2-YEAR project of approximately $2 million to stabilize the walls of the great stone barn at mount lebanon. The barn, gutted by fire in 1972, was the largest stone barn in america when build in 1859.

$97Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 12 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.4M
Ln 12
Gifts and grantsLn 1h$3.4M
Fees for servicesLn 2g$11K
Investment incomeLn 3$3K
Money outPt IX
$825K
Ln 25
Programscol B$541K
Managementcol C$267K
Fundraisingcol D$17K
Owns and owesPt X
$7.5M
net assets · Ln 32
Cash and savingsLn 1–2$623K
Total assetsLn 16$8.0M
LiabilitiesLn 26$550K
PeoplePt VI, VII
19
listed · VII A
PaidVII A1
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.4M
Noncash giftsLn 1g$750K
Fundraising eventsLn 1c$156K
Fees for servicesLn 2g$11K
Investment incomeLn 3$3K
Total revenueLn 12$3.4M
Assets in detailPt X, end of year
CashLn 1$7K
SavingsLn 2$616K
Cash and savings togetherLn 1–2$623K
Land, buildings, equipmentLn 10c$6.1M
Other assetsLn 15$0
Total assetsLn 16$8.0M
LiabilitiesLn 26$550K
Net assetsLn 32$7.5M
OperationsPt I, VI
EmployeesI 510
VolunteersI 617
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$273K$623K
Land, buildings, equipmentLn 10c$4.6M$6.1M
Total assetsLn 16$5.1M$8.0M
LiabilitiesLn 26$241K$550K
Net assetsLn 32$4.9M$7.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$157K$126K$31K
Other salaries and wagesLn 7$300K$191K$99K$11K
Other employee benefitsLn 9$8K$5K$2K$177
Payroll taxesLn 10$42K$29K$12K$976
Accounting feesLn 11c$13K$13K
Office expensesLn 13$13K$5K$6K$2K
OccupancyLn 16$12K$10K$1K$1K
TravelLn 17$28$28
InterestLn 20$14K$14K
Depreciation, depletion and amortizationLn 22$100K$99K$1K
InsuranceLn 23$50K$44K$5K$481
Other expenses (24a–d)Ln 24$112K$32K$78K$2K
All other expensesLn 24e$5K$5K$19
Total functional expensesLn 25$825K$541K$267K$17K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.3M$1.5M$819K$10.9M 990 PDF
FY2023 $1.1M$1.3M−$141K$10.1M 990 PDF
FY2022 $2.2M$1.1M$1.1M$10.3M 990 PDF
FY2021 $2.8M$1.1M$1.7M$9.2M 990 PDF
FY2020 Viewing $3.4M$825K$2.6M$7.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $3,387,194 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $784,616$3,398,606
I-9 Program service revenuePrior year $10,353$10,575
I-10 Investment incomePrior year $2,959$2,617
I-11 Other revenuePrior year −$40,276−$24,604
I-12 Total revenuePrior year $757,652$3,387,194
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $458,652$507,052
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $371,416$318,384
I-18 Total expensesPrior year $830,068$825,436
I-19 Revenue less expensesPrior year −$72,416$2,561,758
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,387,194 across 10 lines filed
Lines not itemized here account for $477 of total revenue; see the IRS return.
VIII-1b Membership dues$29,518
VIII-1c Fundraising events$155,603
VIII-1f All other contributions, gifts and grants$3,213,485
VIII-1g Noncash contributions (included above)$750,148
VIII-1h Total contributions, gifts and grants$3,398,606
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,575$10,575
VIII-3 Investment incomeExcluded from tax $2,617$2,617
VIII-8 Net income from fundraising eventsExcluded from tax −$25,981−$25,981
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $900$900
VIII-12 Total revenueRelated to mission $11,952 · Unrelated business $0 · Excluded from tax −$23,364$3,387,194
Part IX · Statement of functional expenses $825,436 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $125,679 · Management $31,420$157,099
IX-7 Other salaries and wagesPrograms $190,765 · Management $98,888 · Fundraising $10,606$300,259
IX-9 Other employee benefitsPrograms $5,267 · Management $2,169 · Fundraising $177$7,613
IX-10 Payroll taxesPrograms $29,115 · Management $11,990 · Fundraising $976$42,081
IX-11c Accounting feesManagement $12,947$12,947
IX-13 Office expensesPrograms $4,984 · Management $5,823 · Fundraising $2,202$13,009
IX-16 OccupancyPrograms $9,662 · Management $1,415 · Fundraising $1,091$12,168
IX-17 TravelManagement $28$28
IX-20 InterestManagement $13,911$13,911
IX-22 Depreciation, depletion and amortizationPrograms $99,023 · Management $1,047$100,070
IX-23 InsurancePrograms $44,140 · Management $4,957 · Fundraising $481$49,578
IX-24 Other expenses (24a–d)Programs $31,965 · Management $78,274 · Fundraising $1,897$112,136
IX-24e All other expensesManagement $4,518 · Fundraising $19$4,537
IX-25 Total functional expensesPrograms $540,600 · Management $267,387 · Fundraising $17,449$825,436
Part X · Balance sheet $8,043,512 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $214,956$6,858
X-2 Savings and temporary cash investmentsStart of year $57,782$616,095
X-3 Pledges and grants receivableStart of year $14,584$1,238,612
X-8 Inventories for sale or useStart of year $9,276$9,105
X-9 Prepaid expenses and deferred chargesStart of year $25,974$39,107
X-10c Land, buildings and equipment, netStart of year $4,596,024$6,061,706
X-14 Intangible assetsStart of year $95,844$72,029
X-15 Other assetsStart of year $82,500$0
X-16 Total assetsStart of year $5,096,940$8,043,512
X-17 Accounts payable and accrued expensesStart of year $36,620$150,498
X-19 Deferred revenueStart of year $28,850$38,850
X-26 Total liabilitiesStart of year $241,415$550,329
X-27 Net assets without donor restrictionsStart of year $2,624,935$3,698,077
X-28 Net assets with donor restrictionsStart of year $2,230,590$3,795,106
X-32 Total net assets or fund balancesStart of year $4,855,525$7,493,183
X-33 Total liabilities and net assetsStart of year $5,096,940$8,043,512
Part XI · Reconciliation of net assets $7,493,183 net assets at year end
XI-1 Total revenue$3,387,194
XI-2 Total expenses$825,436
XI-3 Revenue less expenses$2,561,758
XI-4 Net assets at start of year$4,855,525
XI-9 Other changes in net assets$75,900
XI-10 Net assets at end of year$7,493,183

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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